Services

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Accounting and Assurance Services

Independence, objectivity and integrity are the hallmarks of our practice and the foundation on which our accounting and assurance services are built. We have extensive financial reporting experience working in several different industries and with companies from large, publicly traded corporations to small closely held businesses.

Successful business owners understand the need for accurate and timely financial information to manage cash flow, raise capital and identify financial trends impacting their business. Businesses consistently rely on us to assist them with their financial reporting needs so management can spend more time focusing on what they do best.  We take the time to explain the financial statements in a way that business owners understand so they can get the maximum value from them.  We work closely with management to ensure that their financial information is both accurate and timely.

Have you ever wondered how your business stacks up to the competition?  We benchmark our client’s key financial measures against other companies in their industry to help identify strengths and areas where the business may need improvement.  Businesses rely on our expert financial insight to help them implement strategies to address concerns identified by the benchmark analysis.

Many businesses count on us to provide their entire accounting support function.  Our on-site and outsourced accounting services are increasingly popular because we can provide the expert accounting resources that businesses need on a cost-effective basis.

Services Include

  • Reviews
  • Compilations
  • Management use only
  • Write up
  • Outsourced and on-site accounting
  • Bookkeeping
  • Controller ship services
  • Payroll

Tax Services

We offer a full range of tax compliance and planning services. Our clients have the peace of mind knowing that we provide them with creative, yet legally sound, tax planning and compliance advice to help them minimize their tax burdens and keep more of the money they make.

Services Include

  • Business and individual tax compliance
  • State and local tax services
  • Tax planning and analysis
  • Tax consulting
  • Representation before taxing authorities
  • Authorized IRS e-file provider

Business Advisory Services

Today’s complex and rapidly changing business environment demands timely and innovative solutions to your business challenges if you want to stay competitive and profitable. We take the time to understand our clients’ business and provide value added services to help them prosper and stay ahead of the competition. Whether your business is just starting up, growing, or is in a turnaround situation, we have the experience to find the solutions that will help your business achieve its goals.

Areas where we fulfill the role of management advisor include:

Business Process Improvement

Businesses face operational and cash flow challenges on a daily basis. We analyze your business operations to identify areas for profitability and cash flow enhancement and help management implement appropriate strategies.

Strategic Planning

We assist clients in developing detailed business plans from the bottom up. We provide expert support and advice throughout the entire business planning process. Every business plan is customized to meet the specific needs of our client.

New Business Set Up

There’s a lot to consider in staring your own business: developing a business plan, marketing the business and a host of other concerns. Also critical is determining the form of organization that best suits the business because this will impact operating efficiency, the way you report business income, the taxes you pay, and the extent of your personal liability. We guide you through the process and help you understand how different forms of entity impact your organization’s bottom line.

Business Loan Assistance

Whether you’re just starting a business or expanding your current company, adequate capital is essential. Choosing the right sources of funding could mark the difference between success and failure for your company. As your professional business advisor, we will assist you in evaluating all available financing options and help you choose the one that best meets your needs.

Business Valuation Services

Our professional valuation services are used for a wide range of situations including:

  • Marital dissolution
  • Partner disputes and split ups
  • Dissenting shareholder actions
  • Buy & Sell agreements
  • Purchase, sale, merger of a business
  • Estate tax planning and determinations
  • Life insurance
  • Damages for disruption of a business
  • Employee stock ownership plans (ESOPs)
  • Gifting programs
  • Charitable contribution
  • Intangible assets

All of our professional business valuations are performed exclusively by Robert T. Bassman. Mr. Bassman is a Certified Public Accountant (CPA), Certified Valuation Analyst (CVA) and he is a member of the American Institute of Certified Public Accountants (AICPA), Michigan Association of Certified Public Accountants (MACPA) and the National association of Certified Valuators and Analysts (NACVA).